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Cranbrook Wealth Management’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Cranbrook Wealth Management’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$1.38K – 297
2023
Q4 		$1.38K Buy
+16
New +$1.29K ﹤0.01% 289

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cranbrook Wealth Management's BBUS Position: Q1 2024 in Review

Cranbrook Wealth Management sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q1 2024, closing a stake of 16 shares — an estimated $1.38K sold.

Cranbrook Wealth Management first reported a position in BBUS in Q4 2023 and held it in 1 quarter. The position peaked at $1.38K in Q4 2023. 114 funds tracked by Wall St. Rank hold BBUS as of Q1 2024.

  • Cranbrook Wealth Management reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Cranbrook Wealth Management sold 16 JPMorgan BetaBuilders US Equity ETF shares in Q1 2024, an estimated $1.38K.
  • Cranbrook Wealth Management first reported a position in JPMorgan BetaBuilders US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Cranbrook Wealth Management's JPMorgan BetaBuilders US Equity ETF position peaked at $1.38K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q1 2024.

Based on Cranbrook Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.